Australian Investors Podcast

Gary Hui, portfolio manager at Geometrica Fund, shares insights from his deep research approach in investing. He argues that narratives often mislead investors, illustrating his point with the case of A2 Milk, where he utilized WeChat data and quantitative methods to identify short opportunities. Gary also critiques the misattribution of ResMed's challenges to market dynamics instead of inventory issues. He emphasizes the importance of alternative data, careful analysis, and rejecting conventional wisdom in seeking asymmetric investment targets.

Inflation has surged to 3.8%, sparking debate on whether the RBA will raise interest rates soon. Owen and Drew examine Collins Foods' impressive profit outlook against Metcash's revenue struggles. They also tackle whether retirees should focus on alpha chasing or prioritize downside protection. Drew shares his exciting experience with a Tesla, while they explore the future of AI data centers and the energy challenges they face. A thorough discussion of REITs and the feasibility of geared funds adds to the financial insights.

Judy Anderson-Firth, CEO of Euphemia, leads a family office focused on investing in fintech, climate tech, and women-led startups. She shares insights on how Euphemia utilizes a 'network-powered' approach to enhance diversity in startup funding. Judy discusses the importance of due diligence and the red flags that investors should watch for. She emphasizes that backing women-led teams is not just ethical but also a smart investment strategy. Listeners gain valuable lessons on supporting diverse founders and the dynamics of venture capital.

In this discussion with Jason Ye, Director at S&P Dow Jones Indices, listeners explore the intricate world of index construction, including the S&P 500 and ASX 200. Jason shares his journey into factor-based investing and the appeal of dividend indices in Australia. He delves into how ETFs leverage these indices and the crucial role of index governance. AI's future in indexing and the significance of quantitative skills for aspiring professionals are also highlighted, making this a must-listen for investment enthusiasts.

Discover how Alphabet might outshine NVIDIA in the AI race by manufacturing its own custom chips! The hosts dive into Alphabet's vertical integration strategy and discuss its potential to dominate AI economics. Tune in to their analysis of the recent ASX meltdown, which wiped out $40 billion, and hear investment strategies in turbulent times. They also explore the mechanics of bond ETFs, comparing active and passive options while breaking down debt structures. Is it time to reconsider your bond investments? Find out!

Meb Faber, CEO of Cambria Investment Management and renowned host of his own podcast, dives into the world of quantitative investing. He shares his journey from biomedical engineering to embracing quant strategies and launching innovative ETFs. The discussion includes insights on shareholder yield, blending dividends with buybacks, and the unique criteria for ETF creation. Meb also reflects on memorable guests from his podcast and emphasizes the importance of fundamentals in investing, all while hinting at his enthusiasm for future adventures in Australia.

Karen Eley, a money coach and former financial adviser, dives into the intriguing interplay between financial IQ and EQ. She explains that financial knowledge alone isn't enough; emotional awareness and behavior play a crucial role in money management. Discover practical tools like the financial wheel of life and how to teach children about financial discipline. Karen highlights the importance of aligning personal values with financial goals, stressing that true wellbeing comes from balancing both IQ and EQ in our financial journeys.

Australian investors face a tough reality: local markets lag behind the US as giants CBA and CSL falter. The hosts dive into why high-profile investments like Berkshire Hathaway's potential stake in Alphabet highlight its tech superiority. They challenge the effectiveness of diversification versus focusing on quality stocks. Discussions also include the relevance of Australian stocks, currency exposure, and the shift towards value investments at conference events. Plus, insights on the latest portfolio trends and corporate governance concerns keep the conversation lively.

Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, shares decades of wisdom on navigating the evolving global monetary order. He discusses PIMCO's defensive investment strategy and the significant role of high-quality bonds in today’s market. Crescenzi highlights the rising influence of China's managed currency and the implications for the US dollar. He reflects on personal investment lessons and the future of the 60/40 portfolio model, maintaining an optimistic outlook amid economic uncertainties.

In this discussion with Chris Bedingfield, an experienced real estate investor from Quay Global Investors, listeners explore why global REITs present significant opportunities often overlooked in the market. Chris highlights the importance of replacement cost in real estate valuation and contrasts the differing structures of Australian and global REITs. He reveals promising sectors such as housing, self-storage, and senior living, while advocating for a diversified investment approach. Listeners will gain insights into navigating market risks and the benefits of patience in investing.